Institutional Ownership Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM). We have compiled data on the 5,210 institutions that hold shares in the stock, with a total of 2.06 Billion shares, which have been reported (via 13F filing form) to have a value of $584 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
1,345
shares
|
$380,850
0.19% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
1,343
shares
|
$380,283
0.3% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,342
shares
|
$380,000
0.08% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
1,341
shares
|
$379,717
0.26% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,341
shares
|
$379,717
0.04% of portfolio
|
Q1 2025
Reduced 94.2%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
1,339
shares
|
$379,151
0.08% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
1,338
shares
|
$378,868
0.18% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
1,338
shares
|
$378,868
0.1% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
1,335
shares
|
$378,018
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
1,334
shares
|
$377,735
0.09% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
1,327
shares
|
$375,753
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
1,320
shares
|
$373,771
0.3% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
1,318
shares
|
$373,204
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,313
shares
|
$371,789
0.07% of portfolio
|
Q1 2025
Added 33.57%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
1,311
shares
|
$371,222
0.12% of portfolio
|
Q1 2025
Added 110.43%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,310
shares
|
$370,939
0.08% of portfolio
|
Q4 2024
Added 90.96%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
1,310
shares
|
$370,939
0.17% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Apr 30, 2025 Q1 2025 |
1,308
shares
|
$370,373
0.12% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
1,305
shares
|
$369,523
0.2% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,300
shares
|
$368,108
0.22% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
1,300
shares
|
$368,108
0.29% of portfolio
|
Q1 2024
Reduced 80.88%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,300
shares
|
$368,108
0.68% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
1,299
shares
|
$367,824
0.26% of portfolio
|
Q1 2025
Reduced 82.95%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
1,297
shares
|
$367,258
0.17% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
1,293
shares
|
$366,125
0.14% of portfolio
|
Q2 2025
Added 0.08%
|